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Disclosery

Keebeck Wealth Management: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keebeck Wealth Management on EFG, newest first. How the timeline and the estimate are built.

Keebeck Wealth Management held 78,081 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,081 shares
    Change vs previous 13F -12,988 shares

    0.95% of the 13F portfolio, value $9,714,838.

    13F-HR 0001172661-26-003296 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 91,069 shares
    Change vs previous 13F +30,450 shares

    1.14% of the 13F portfolio, value $10,142,355.

    13F-HR 0001172661-26-001942 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 60,619 shares
    Change vs previous 13F -8,738 shares

    0.8% of the 13F portfolio, value $6,905,716.

    13F-HR 0001172661-26-000927 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,357 shares
    Change vs previous 13F -27,292 shares

    0.93% of the 13F portfolio, value $7,898,375.

    13F-HR 0001172661-25-004934 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 96,649 shares
    Change vs previous 13F -14,152 shares

    1.42% of the 13F portfolio, value $10,824,688.

    13F-HR 0001172661-25-003388 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 110,801 shares
    Change vs previous 13F -27,447 shares

    1.64% of the 13F portfolio, value $11,080,100.

    13F-HR 0001172661-25-001975 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 138,248 shares
    Change vs previous 13F +7,818 shares

    1.93% of the 13F portfolio, value $13,386,554.

    13F-HR 0001172661-25-000854 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 130,430 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $14,040,790.

    13F-HR 0001172661-24-004848 filed by Keebeck Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).